BT Academy
BT Academy podcasts provide you and your practice access to a snapshot of changes in the Australian and global economy,financial markets and technical knowledge. The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

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Episoder(208)

UK Study Tour - 11 - Educating To Engage

UK Study Tour - 11 - Educating To Engage

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: In the UK, several advisers felt they have a social c...

14 Des 20232min

UK Study Tour - 10 - Values Of Businesses

UK Study Tour - 10 - Values Of Businesses

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: Core values are critical to any financial advice firm....

14 Des 20232min

UK Study Tour - 9 - Workplace Engagement

UK Study Tour - 9 - Workplace Engagement

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: Several practices in the UK have become innovative in ...

14 Des 20232min

UK Study Tour - 8 - Key Theme Contact

UK Study Tour - 8 - Key Theme Contact

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Jason Brown, Head of Distribution, BT Synopsis: Our best currency is contact. It’s self-evident for f...

14 Des 20232min

UK Study Tour - 7 - Carbon

UK Study Tour - 7 - Carbon

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Carbon Financial is an Edinburgh-based company. Tara share...

14 Des 20233min

UK Study Tour - 6 - Top Learnings

UK Study Tour - 6 - Top Learnings

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Hear from Tara Sutton, State Director, BT about her top key...

14 Des 20232min

UK Study Tour - 5 - Intergenerational Wealth

UK Study Tour - 5 - Intergenerational Wealth

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: A key theme from the UK study tour was ‘Intergenerational w...

14 Des 20234min

UK Study Tour - 4 - Vertical Integration

UK Study Tour - 4 - Vertical Integration

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Vertical Integration in Financial Planning refers to b...

14 Des 20233min

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